WRF
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Waddell & Reed Financial’s Pool Corp POOL Stock Holding History

Waddell & Reed Financial’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-93,083
Closed -$18.3M – 483
2020
Q1 		$18.3M Sell
93,083
-76,045
-45% -$16.2M 0.06% 297
2019
Q4 		$35.9M Sell
169,128
-737
-0.4% -$152K 0.09% 249
2019
Q3 		$34.3M Sell
169,865
-133,875
-44% -$25.8M 0.09% 246
2019
Q2 		$58M Sell
303,740
-210
-0.1% -$37.9K 0.14% 186
2019
Q1 		$50.1M Sell
303,950
-19,003
-6% -$2.95M 0.12% 205
2018
Q4 		$48M Buy
322,953
+70
+0% +$10.5K 0.14% 197
2018
Q3 		$53.9M Buy
322,883
+203
+0.1% +$32.9K 0.12% 201
2018
Q2 		$48.9M Sell
322,680
-67,590
-17% -$9.92M 0.11% 203
2018
Q1 		$57.1M Sell
390,270
-3,290
-0.8% -$453K 0.13% 182
2017
Q4 		$51M Sell
393,560
-6,230
-2% -$757K 0.11% 210
2017
Q3 		$43.2M Sell
399,790
-120,336
-23% -$13M 0.1% 240
2017
Q2 		$61.2M Sell
520,126
-69,550
-12% -$8.35M 0.13% 194
2017
Q1 		$70.4M Buy
589,676
+2,430
+0.4% +$272K 0.15% 171
2016
Q4 		$61.3M Buy
587,246
+154,746
+36% +$15.3M 0.13% 192
2016
Q3 		$40.9M Hold
432,500
– – 0.08% 228
2016
Q2 		$40.7M Hold
432,500
– – 0.09% 233
2016
Q1 		$37.9M Sell
432,500
-23,400
-5% -$1.88M 0.07% 230
2015
Q4 		$36.8M Hold
455,900
– – 0.06% 244
2015
Q3 		$33M Hold
455,900
– – 0.05% 256
2015
Q2 		$32M Hold
455,900
– – 0.05% 275
2015
Q1 		$31.8M Hold
455,900
– – 0.04% 281
2014
Q4 		$28.9M Hold
455,900
– – 0.04% 292
2014
Q3 		$24.6M Sell
455,900
-42,900
-9% -$2.39M 0.03% 308
2014
Q2 		$28.2M Hold
498,800
– – 0.04% 308
2014
Q1 		$30.6M Hold
498,800
– – 0.05% 285
2013
Q4 		$29M Buy
498,800
+17,700
+4% +$977K 0.05% 286
2013
Q3 		$27M Sell
481,100
-9,500
-2% -$514K 0.05% 283
2013
Q2 		$25.7M Buy
+490,600
New +$24.9M 0.05% 272

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Waddell & Reed Financial's POOL Position: Q2 2020 in Review

Waddell & Reed Financial sold out of Pool Corp (POOL) in Q2 2020, closing a stake of 93,083 shares — an estimated $18.3M sold.

Waddell & Reed Financial first reported a position in POOL in Q2 2013 and held it in 28 quarters. The position peaked at $70.4M in Q1 2017. 471 funds tracked by Wall St. Rank hold POOL as of Q2 2020.

  • Waddell & Reed Financial reported no remaining Pool Corp position as of Q2 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 93,083 Pool Corp shares in Q2 2020, an estimated $18.3M.
  • Waddell & Reed Financial first reported a position in Pool Corp in Q2 2013 and held it in 28 quarters.
  • Waddell & Reed Financial's Pool Corp position peaked at $70.4M in Q1 2017.
  • 471 funds tracked by Wall St. Rank held Pool Corp as of Q2 2020.

Based on Waddell & Reed Financial's 13F filing for Q2 2020, filed 14 Aug 2020.